Continental Real Estate Companies Retirement Plan
Sponsored by Continental Real Estate Companies · EIN 311092821 · Plan #001
- Total assets
- $29.6M
- Net assets
- $29.6M
- Active participants
- 116
- With balances
- 158
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Highland Consulting Associates Inc. CRD 109834 | deterministic · 100% | 2024 |
| Graver Capital Management, Llc CRD 312515 | deterministic · 100% | 2024 |
| Aa Financial Advisors, Llc CRD 119829 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $18,593 |
| Highland Consulting Associates | Investment management, Direct payment from the plan | $15,000 |
| Graver Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $7,555 |
| Aa Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,885 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $208 |